Prerequisite: Completion of the Lower Division writing requirement. Examination of the concepts necessary for the rational allocation of personal resources. Emphasis is on the significant financial decisions facing each household during its life cycle. The role of financial institutions and governmental economic policy is evaluated in the context of their potential impact on personal financial …

Prerequisites: ACCT 220; ECON 160; SOM 120 (may be taken concurrently). BUS 302/L are co/prerequisites for Business majors. Analysis of the financial decision making process of a firm from both internal and external points of view. Topics include valuation, working capital management, capital budgeting, financial forecasting, capital structure and sources of capital and dividend policy …

Prerequisites: BUS 302/L are prerequisites for Business majors. Insurance as an economic and business institution. Survey of fire, marine, casualty and life insurance for those interested as potential customers, salespersons or brokers.

Prerequisite: Grade of “C” or higher in FIN 303. BUS 302/L are prerequisites for Business majors. Survey of investments including corporate and government securities, real property and financial intermediaries. Survey of investment theory emphasizing security analysis, valuation and portfolio management.

Prerequisite: Grade of “C” or higher in FIN 303. BUS 302/L are prerequisites for Business majors. Advanced readings and case studies in current problems and trends in corporate financial policy formulation. Students will be required to analyze selected problems orally and in writing.

Prerequisite: Grade of “C” or higher in FIN 303. BUS 302/L are prerequisites for business majors. Quantitative analysis of various problems in corporate finance and investments. Emphasis is placed on developing computer skills.

Prerequisites: Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302/L are prerequisites for Business majors. Analysis of the international complexities of corporate financial management and investment strategies. Emphasis is placed on the nature of the close link between corporate financial management and developments in international …

Prerequisites: FIN 336; Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302/L are prerequisites for Business majors. Analysis of the methods and procedures of dealing with risk in the firm, including the theoretical basis of insurance and self-insurance mechanisms. Consideration of the commercial insurance industry, …

Prerequisites: FIN 336; Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302/L are prerequisites for Business majors. An examination of life insurance, health insurance, employee benefits and annuities. Study of regulation of life and health insurers, Social Security, retirement issues and other applications of life …

Prerequisites: FIN 352; Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302/L are prerequisites for Business majors. Study of the structure of futures and options. The analysis will emphasize the theoretical framework of options and futures pricing models, practical financial implications and the mechanics of …

Prerequisites: Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302/L are prerequisites for Business majors. Examination of the principles, practices and procedures applicable to the operation and management of financial institutions. Includes analysis of the sources and uses of funds in the system and the …

Prerequisites: FIN 338; Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302/L are prerequisites for Business majors. Analysis of the various determinants of real estate value and the methods used in practice to estimate such value. Economic factors affecting real estate value are emphasized and …

Prerequisites: Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302/L are prerequisites for Business majors. Provides knowledge of both public and private benefit and retirement plans. Public plans include Social Security, Medicare and Medicaid. Private plans include defined benefit and defined contribution plans and …

Prerequisites: FIN 352; Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302/L are prerequisites for Business majors. Portfolio management and performance evaluation and topics related to pension and other institutional fund management. It includes applications to portfolio benchmarking as well as discussions of alternative investment …

Prerequisites: FIN 352; Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302/L are prerequisites for Business majors. Introduction to the fixed-income markets and fixed-income securities. It covers the pricing and risk management of fixed-income products, as well as introduction to fixed-income derivatives.

Prerequisites: Consent of Department Chair and consent of an instructor to act as sponsor; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302/L are prerequisites for Business majors. In order to do an Independent Study assignment in the College of Business and Economics, a student must have at least a 3.0 overall GPA, a 2.0 …

Prerequisite: GBUS 502. Seminar in the fundamental and technical analysis of securities and capital markets. Applied financial analysis of firms and their securities; study of institutional forces in the security markets.

Prerequisite: FIN 635 or consent of instructor. The course provides a select group of graduate students the opportunity to obtain real-world experience in the process of managing an investment portfolio. It will combine a comprehensive theoretical foundation with the challenge of managing a real stock portfolio. Students will take a team-oriented approach, with each group …

Prerequisite: FIN 635. Selected topics in corporate finance are examined in the context of the managerial decision process. Emphasis is placed on the application of the theory of finance to problems facing entrepreneurs, investors and managers.

Prerequisites: Permission of Graduate Advisor and Department Chair. No more than 6 units of Independent Study may be taken in any one department, and no more than 6 units may be taken in the College of Business without prior approval of the Dean. Only those graduate students who have a current GPA of 3.0 or …